Ken Fisher’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.71M | Buy |
97,389
+23,331
| +32% | +$1.37M | ﹤0.01% | 463 |
|
|
2025
Q1 | $4.45M | Buy |
74,058
+2,183
| +3% | +$131K | ﹤0.01% | 499 |
|
|
2024
Q4 | $3.76M | Buy |
71,875
+9,520
| +15% | +$498K | ﹤0.01% | 523 |
|
|
2024
Q3 | $3.18M | Buy |
62,355
+12,444
| +25% | +$635K | ﹤0.01% | 532 |
|
|
2024
Q2 | $2.27M | Buy |
49,911
+11,252
| +29% | +$513K | ﹤0.01% | 567 |
|
|
2024
Q1 | $1.69M | Sell |
38,659
-5,261
| -12% | -$229K | ﹤0.01% | 618 |
|
|
2023
Q4 | $1.77M | Sell |
43,920
-2,080
| -5% | -$83.9K | ﹤0.01% | 611 |
|
|
2023
Q3 | $1.93M | Sell |
46,000
-3,340
| -7% | -$140K | ﹤0.01% | 636 |
|
|
2023
Q2 | $2.24M | Buy |
49,340
+11,716
| +31% | +$531K | ﹤0.01% | 638 |
|
|
2023
Q1 | $1.68M | Sell |
37,624
-6,635
| -15% | -$296K | ﹤0.01% | 681 |
|
|
2022
Q4 | $2.02M | Sell |
44,259
-813
| -2% | -$37.2K | ﹤0.01% | 647 |
|
|
2022
Q3 | $1.82M | Sell |
45,072
-1,616
| -3% | -$65.3K | ﹤0.01% | 586 |
|
|
2022
Q2 | $1.95M | Buy |
46,688
+3,673
| +9% | +$153K | ﹤0.01% | 537 |
|
|
2022
Q1 | $2.25M | Sell |
43,015
-3,404
| -7% | -$178K | ﹤0.01% | 536 |
|
|
2021
Q4 | $2.2M | Buy |
46,419
+6,126
| +15% | +$290K | ﹤0.01% | 546 |
|
|
2021
Q3 | $1.83M | Buy |
40,293
+2,125
| +6% | +$96.7K | ﹤0.01% | 547 |
|
|
2021
Q2 | $1.82M | Sell |
38,168
-289
| -0.8% | -$13.8K | ﹤0.01% | 544 |
|
|
2021
Q1 | $1.97M | Sell |
38,457
-7,018
| -15% | -$359K | ﹤0.01% | 539 |
|
|
2020
Q4 | $1.87M | Sell |
45,475
-871
| -2% | -$35.7K | ﹤0.01% | 525 |
|
|
2020
Q3 | $1.79M | Buy |
46,346
+1,431
| +3% | +$55.3K | ﹤0.01% | 500 |
|
|
2020
Q2 | $1.76M | Sell |
44,915
-15,458
| -26% | -$607K | ﹤0.01% | 501 |
|
|
2020
Q1 | $2.34M | Buy |
60,373
+11,370
| +23% | +$440K | ﹤0.01% | 423 |
|
|
2019
Q4 | $2.45M | Sell |
49,003
-188
| -0.4% | -$9.38K | ﹤0.01% | 465 |
|
|
2019
Q3 | $2.01M | Buy |
49,191
+303
| +0.6% | +$12.4K | ﹤0.01% | 536 |
|
|
2019
Q2 | $2.32M | Sell |
48,888
-166,058
| -77% | -$7.86M | ﹤0.01% | 521 |
|
|
2019
Q1 | $12.3M | Sell |
214,946
-22,565
| -10% | -$1.3M | 0.01% | 330 |
|
|
2018
Q4 | $11.7M | Sell |
237,511
-11,003
| -4% | -$543K | 0.02% | 323 |
|
|
2018
Q3 | $15M | Buy |
248,514
+1,947
| +0.8% | +$117K | 0.02% | 308 |
|
|
2018
Q2 | $14M | Buy |
246,567
+6,751
| +3% | +$383K | 0.02% | 323 |
|
|
2018
Q1 | $14.9M | Buy |
239,816
+29,056
| +14% | +$1.81M | 0.02% | 305 |
|
|
2017
Q4 | $15.1M | Buy |
210,760
+134,215
| +175% | +$9.58M | 0.02% | 307 |
|
|
2017
Q3 | $4.85M | Buy |
76,545
+3,773
| +5% | +$239K | 0.01% | 402 |
|
|
2017
Q2 | $5.42M | Buy |
72,772
+1,962
| +3% | +$146K | 0.01% | 376 |
|
|
2017
Q1 | $5.06M | Buy |
70,810
+346
| +0.5% | +$24.7K | 0.01% | 353 |
|
|
2016
Q4 | $4.77M | Sell |
70,464
-5,698
| -7% | -$385K | 0.01% | 356 |
|
|
2016
Q3 | $4.82M | Sell |
76,162
-3,202
| -4% | -$202K | 0.01% | 358 |
|
|
2016
Q2 | $5.55M | Sell |
79,364
-1,121
| -1% | -$78.3K | 0.01% | 344 |
|
|
2016
Q1 | $4.96M | Buy |
80,485
+13,978
| +21% | +$862K | 0.01% | 352 |
|
|
2015
Q4 | $3.87M | Buy |
66,507
+14,975
| +29% | +$872K | 0.01% | 376 |
|
|
2015
Q3 | $2.8M | Buy |
51,532
+701
| +1% | +$38.1K | 0.01% | 404 |
|
|
2015
Q2 | $2.49M | Sell |
50,831
-1,231
| -2% | -$60.2K | ﹤0.01% | 370 |
|
|
2015
Q1 | $2.6M | Sell |
52,062
-5,902
| -10% | -$295K | 0.01% | 370 |
|
|
2014
Q4 | $2.86M | Buy |
57,964
+1,945
| +3% | +$95.8K | 0.01% | 364 |
|
|
2014
Q3 | $2.57M | Buy |
56,019
+286
| +0.5% | +$13.1K | 0.01% | 355 |
|
|
2014
Q2 | $2.34M | Buy |
55,733
+12,287
| +28% | +$515K | ﹤0.01% | 356 |
|
|
2014
Q1 | $1.63M | Sell |
43,446
-1,354
| -3% | -$50.7K | ﹤0.01% | 361 |
|
|
2013
Q4 | $1.72M | Sell |
44,800
-4,393
| -9% | -$169K | ﹤0.01% | 355 |
|
|
2013
Q3 | $1.69M | Sell |
49,193
-1,025,634
| -95% | -$35.2M | ﹤0.01% | 352 |
|
|
2013
Q2 | $37.6M | Buy |
+1,074,827
| New | +$37.6M | 0.1% | 160 |
|